Hellmer Wealth Management

Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

The very nature of our independent platform is built to put clients' interests first. Hellmer Wealth Management was founded by our President, Craig A Hellmer. We are supported by the leading independent brokerage firm, LPL Financial. Our back office, LPL Financial, has no capital markets, trading, investment bank, or proprietary products.

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.

A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.

Taking the time to understand your primary goals is the first step in working toward your financial success and security for your family. I are here to help you formulate and articulate your goals and thereby simplify your life in the process. My clients take care of my family, so I, as your financial planner, take care of my clients as if they are my family.

The Research Team maintains a strictly-derived "short list" of strategists that have been reviewed and believed to be of enhanced quality. The LPL Financial Research team does this by monitoring multiple attributes, which include managers'performance, adherence to philosophical guidelines, low personnel turnover, consistency of assets under management, etc.